P 401(k) Plan Report

Stable plan record

THERESA SIMES INSURANCE AGENCY, INC. RETIREMENT PLAN

Sponsored by THERESA SIMES INSURANCE AGENCY, INC. · EIN/PN 811038999-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,376
Administrative cost per participant
2025
$531
Active participants
2025
7
Total plan assets
2025
$445,426
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260622201316NAL00083953920017$2,376
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.